This guide will direct you on how to send contacts into SalesAi through Zapier.
You will need a paid Zapier Subscription to integrate your CRM/App, as we have to utilize the Webhooks feature.
- Setting up a Workflow in SalesAi
- Setting up the Zap
- Creating the Zap Trigger
- Creating the Zap Actions
Setting up the Zap
We will need to set up a Zap in order to send contacts from your CRM/App into SalesAi.
Creating the Zap Trigger
- Go to Zapier and click Create
- Click on Zaps
- Click on Trigger
- Search for your specific CRM
There is a chance that your CRM has a different backend name in Zapier. If it does not pull up, consider reaching out to Support for your CRM/app and ask how they integrate with Zapier.
- Click on Choose an Event and select an Event
For this, we typically want an event like "When tag is added to Contact" or "New contact is in list."
- Click Continue
- Connect your account (This will usually be a sign-in, or it may ask for an API key from your CRM/app. If you're unsure where to locate this, reach out to the support for your app.)
- Setup the Trigger. This will typically be selecting the Tag you want to add or the List you want to add the contact to initiate the sequence. We recommend adding the Tag or list to your CRM and then selecting the Refresh button so you may select it in the drop down.
- Click Continue
- Click on Test
- Select the correct Record. If you don't see the record, you may click the Find new records button. Then select Continue with selected record
Creating the SalesAi Webhook
- It should pull up a window to search for the Action. Click on Webhooks. You can also click on the Action box to get here.
- Select POST for the Action Event and click Continue
- To find the URL, we will need to get into SalesAi
- Click on Settings -> Integrations -> Company Integrations. Then click Connect on the Webhook option.
- Add a Webhook Name and Lead Source to your new webhook. We recommend naming it based on your use case. Click Add Webhook
- Copy the Webhook URL
- Go back to Zapier and Paste that link into the URL section
- Change the Payload Type to json
- There are very specific field names needed for pushing data INTO SalesAi. We typically recommend sending over the first name, last name, email, and phone number for Integrations. Please type the field names exactly as they appear.
Here is a list of all possible fields you can import through webhooks!
- first_name
- last_name
- phone_number
- linkedin_url
- job_title
- department
- seniority_level
- address_city
- address_state
- address_postal_code
- address_country
- pain_points
- decision_timeframe
- consent (boolean)
- lead_source
- Click the Plus Symbol on the box to the left of the first_name data value. You should be able to map the first name of the contact from your CRM/App.
- Map the rest of the fields in the exact same way. It should look like this! Then click Continue.
- Click Test Step
- Go back to SalesAi and verify that a contact has been added. You can check this by going to the Contacts tab.
- Once this is done, be sure to name your Zap and Publish it!
SalesAi - Setting up a Workflow
- Create a new Workflow for the inbound leads. Use the Contact Created Trigger and select the correct webhook. Click Create Trigger to finalize this.
- Add all of your Workflow Steps and click Publish at the top right. Here is a guide on Workflow creation if you want some help!
AI Call Workflow Article
- Going forward, all new leads from the HubSpot Workflow will be automatically enrolled in the SalesAi Workflow!